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Disclosery

MDYG SPDR SERIES TRUST

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S&P 400 MDCP GRW (fund)

393 managers (400 13F filers) reported a position in MDYG shares at 2026-03-31, 19,259,910 shares in all. 34 filers opened a position and 23 filers sold out during the quarter.

Managers
393
13F filers
400
New
34
Added
132
Reduced
140
Sold out
23
Shares held by filers
19,259,910

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,568,124$150M0.04%-181,89413F-HRTimeline
Financial Engines Advisors L.L.C.1,263,838$121M0.25%-56,98113F-HRTimeline
AE Wealth Management LLC1,219,055$117M0.63%+134,74513F-HRTimeline
NorthRock Partners, LLC1,083,341$104M1.68%+28,54913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY846,263$81.2M<0.01%+78,35113F-HRTimelineGroup
Convergence Financial, LLC548,826$52.9M5.61%+279,72613F-HRTimeline
FAS Wealth Partners, Inc.507,678$48.7M3.03%+10,44713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC501,223$48.1M0.01%+37,01613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC460,690$44.2M0.01%+309,34413F-HRTimelineGroup
Private Advisor Group, LLC425,586$40.8M0.19%+122,98913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP385,508$36.3M0.02%+48,06813F-HRTimelineGroup
First National Trust Co356,566$34.2M1.17%-5,64713F-HRTimeline
Rehmann Capital Advisory Group352,653$33.8M1.76%+21,33813F-HRTimeline
GHP Investment Advisors, Inc.330,087$31.7M1.3%+5,97513F-HRTimeline
Klingman & Associates, LLC324,175$31.1M1.49%-1,91713F-HRTimeline
Avantax Planning Partners, Inc.321,914$30.9M0.85%+33,44713F-HRTimeline
WCG Wealth Advisors LLC305,480$29.3M0.82%+29,29513F-HRTimeline
HighTower Advisors, LLC273,166$26.2M0.03%-4,42113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…257,992$24.8M0.02%+11,37013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN251,879$24.2M<0.01%-2,16913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC244,786$23.4M0.01%-15,33213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC226,283$21.7M0.03%+9,61913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,537$21.2M<0.01%-34,62013F-HRTimelineGroup
Shakespeare Wealth Management, LLC215,676$20.7M4.9%+4,23513F-HRTimeline
Rodgers & Associates, LTD194,202$18.6M1.9%+3,11013F-HRTimeline
TIAAgroup of 3 filers holding182,833$17.5M+68,412Timeline
McAdam, LLC177,081$17M0.77%-5,11213F-HRTimeline
Mariner, LLCin group Mariner, LLC172,720$16.6M0.02%-32,52513F-HRTimelineGroup
SFG Wealth Management, LLC.164,316$15.8M6.49%+3,93713F-HRTimeline
BALANCED WEALTH GROUP LLC144,257$13.8M4.95%+4,12313F-HRTimeline
Cetera Investment Advisers141,139$13.5M0.01%+27,76013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,086$13.5M<0.01%+70,75513F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp121,342$11.6M0.65%-199,59813F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC118,234$11.3M0.16%-6,10413F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP117,938$11.3M0.02%-33,18113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding117,271$11.3M+27,033Timeline
SIGNET FINANCIAL MANAGEMENT, LLC114,552$11M1.23%-1,67413F-HRTimeline
Summit Financial, LLC113,731$10.9M0.14%new13F-HRTimeline
Merit Financial Group, LLC96,376$9.25M0.07%+6,83113F-HRTimeline
ERn Financial, LLC91,056$8.74M1.64%-1,90913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,484$8.59M0.01%+2,00713F-HRTimelineGroup
JNBA Financial Advisors85,630$8.22M0.68%-13,23613F-HRTimeline
Chicago Partners Investment Group LLC74,312$7.74M0.17%+3,78813F-HRTimeline
Marathon Mission, Inc.79,646$7.64M4.45%-9013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,160$7.12M0.01%-336,80913F-HRTimelineGroup
MONECO ADVISORS, LLC73,242$7.03M0.55%+15,87313F-HRTimeline
CWM, LLCin group CWM, LLC72,232$6.93M0.02%+1,17613F-HRTimelineGroup
WealthShield Partners, LLC71,389$6.85M0.76%+61713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,638$6.68M0.03%013F-HRTimelineGroup
Prestige Wealth Management Group LLC67,613$6.49M1.27%-1,82913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding66,896$6.42M-12,160Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC64,567$6.2M0.06%-276,20013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC61,694$5.92M<0.01%+8,63913F-HRTimelineGroup
Diligent Investors, LLC59,951$5.75M1.43%-65813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.8M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…48,269$4.63M0.01%-4513F-HRTimeline
Goldstone Financial Group, LLC47,732$4.58M0.5%-32,91113F-HRTimeline
Councilor Wealth, LLC46,299$4.44M2.16%-9,76813F-HRTimeline
MML INVESTORS SERVICES, LLC46,271$4.44M0.01%-11,52113F-HRTimeline
Financial Concepts Unlimited, Inc.45,676$4.38M3.93%13F-HRTimeline
AlphaStar Capital Management, LLC44,993$4.32M0.32%+5,14313F-HRTimeline
IAG Wealth Partners, LLC44,693$4.29M0.48%-2,26013F-HRTimeline
Syntegra Private Wealth Group, LLC44,416$4.26M0.4%-1,10713F-HRTimeline
Redhawk Wealth Advisors, Inc.43,821$4.21M0.46%+1,73913F-HRTimeline
Centennial Wealth Advisory LLC43,666$4.19M1.01%+14,83913F-HRTimeline
Gladstone Institutional Advisory LLC43,349$4.16M0.15%+84313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC42,940$4.12M0.11%-3,35413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,758$4.05M0.03%-12213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.41,334$3.97M<0.01%-20113F-HRTimelineGroup
Creative Planningin group Creative Planning40,652$3.9M<0.01%-1,10413F-HRTimelineGroup
Tempo Wealth, LLC40,401$3.88M0.68%+3,00513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,399$3.88M0.01%-5,85613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,109$3.66M-1,348Timeline
Farther Finance Advisors, LLC37,068$3.6M0.03%+29,85713F-HRTimeline
Bill Few Associates, Inc.36,800$3.53M0.85%+3,75813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC36,584$3.51M0.17%+3,04613F-HRTimeline
CHARTIST INC /CA/5,183$3.2M2.3%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,310$3.2M<0.01%-126,24913F-HRTimelineGroup
Occidental Asset Management, LLC32,293$3.1M0.37%+87713F-HRTimeline
SACKS & ASSOCIATES, LLC31,947$3.07M2.28%-2113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)31,343$3.01M0.03%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC30,925$2.97M0.25%-12,71513F-HRTimeline
Courage Miller Partners, LLC30,747$2.95M0.83%-3813F-HRTimeline
Comprehensive Wealth Management, LLC30,517$2.93M1.48%new13F-HRTimeline
Geneos Wealth Management Inc.30,438$2.92M0.07%+6313F-HRTimeline
Heritage Wealth Management, Inc. /CA/30,177$2.9M1.62%+2,17913F-HRTimeline
Kingsview Wealth Management, LLC28,614$2.75M0.04%-59213F-HRTimeline
Pacific Sun Financial Corp28,554$2.74M1.33%-4513F-HRTimeline
MidFirst Bank27,606$2.65M0.22%+8,68913F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,349$2.62M0.07%+5,22413F-HRTimeline
Koshinski Asset Management, Inc.26,519$2.54M0.16%-1,64113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC26,476$2.54M0.26%-2,89013F-HRTimeline
Clarus Wealth Advisors25,650$2.5M1.07%-55513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,719$2.47M<0.01%+2,48413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC25,081$2.41M<0.01%-3313F-HRTimelineGroup
World Investment Advisors24,397$2.34M0.04%+48613F-HRTimeline
GEN Financial Management, INC.24,312$2.33M1.44%+3,50013F-HRTimeline
HARBOUR INVESTMENTS, INC.24,136$2.32M0.04%+19,83013F-HRTimeline
Investors Research Corp24,129$2.32M0.44%-4,32313F-HRTimeline
Barden Capital Management, Inc.23,799$2.28M1.95%+23013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,770$2.28M0.03%-1,45613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,593$2.19M<0.01%+1,22413F-HR/ATimelineGroup
Linscomb Wealth, Inc.22,438$2.15M0.1%-8,22513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\22,121$2.12M<0.01%+4013F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC20,645$1.98M0.44%-4,93513F-HRTimeline
SAGE FINANCIAL GROUP INC20,486$1.97M0.13%+1,42613F-HRTimeline
Walsh & Associates, LLC20,328$1.95M1.93%+83113F-HRTimeline
Argent Trust Co20,106$1.93M0.07%-2513F-HRTimeline
Capital Squared Financial LLC19,913$1.91M1.46%+42313F-HRTimeline
Asset Management Group, Inc.19,845$1.9M0.31%-1,09513F-HRTimeline
MAI Capital Management19,244$1.85M0.01%-1813F-HRTimeline
Salomon & Ludwin, LLC18,574$1.81M0.16%+39113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,361$1.76M0.06%+1,45213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding18,232$1.75M-938Timeline
New England Capital Financial Advisors …18,079$1.73M0.47%+4,72113F-HRTimeline
&PARTNERS17,999$1.73M0.01%+1,86113F-HRTimeline
Destiny Capital Corp/CO17,996$1.73M0.92%-2713F-HRTimeline
Elevated Capital Advisors, LLC17,489$1.68M0.42%-6,67313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,469$1.68M0.81%-13913F-HRTimeline
CWA Asset Management Group, LLC17,322$1.66M0.06%+4,05613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,299$1.66M<0.01%-49713F-HRTimeline
Avior Wealth Management, LLC17,245$1.65M0.05%+27813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding16,626$1.6M+12,466Timeline
Broadview Financial Management, LLC16,312$1.57M1.07%+42113F-HRTimeline
YHB Investment Advisors, Inc.16,293$1.56M0.11%+5,72913F-HRTimeline
Key Financial Inc15,837$1.52M0.27%-1,63113F-HRTimeline
Independent Advisor Alliance14,204$1.36M0.01%+7,60813F-HRTimeline
MGO ONE SEVEN LLC13,666$1.31M0.03%+8113F-HRTimeline
Twelve Points Wealth Management LLC13,578$1.3M0.29%-30213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC13,458$1.29M0.02%-117,56013F-HRTimeline
LTG Capital LLC13,036$1.25M0.96%-113F-HRTimeline
Payne Capital Management, LLC12,896$1.24M0.37%+13713F-HRTimeline
NewEdge Advisors, LLC12,394$1.19M<0.01%-5,57013F-HR/ATimeline
Trilogy Capital Inc.12,262$1.18M0.05%-84813F-HRTimeline
J.W. COLE ADVISORS, INC.12,102$1.16M0.04%+1,58713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,036$1.15M0.08%-8,03413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,988$1.15M<0.01%+1,46613F-HRTimelineGroup
Parcion Private Wealth LLC11,943$1.15M0.07%-1313F-HRTimeline
CENTRAL TRUST Co11,768$1.13M0.02%-2513F-HRTimeline
PFG Advisors11,666$1.12M0.05%-72213F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,651$1.12M0.28%+22013F-HRTimeline
FMR LLCin group FMR LLC11,526$1.11M<0.01%+1,36013F-HRTimelineGroup
Larson Financial Group LLC11,446$1.1M0.04%-31413F-HRTimeline
Snowden Capital Advisors LLC11,358$1.09M0.03%-43413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,072$1.08M<0.01%-6,82713F-HRTimeline
Wealthspire Advisors, LLC11,099$1.07M0.01%-1,52413F-HRTimeline
Lewis Asset Management, LLC10,779$1.03M0.42%-23613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,616$1.02M<0.01%+38513F-HRTimelineGroup
Pure Financial Advisors, LLC10,358$994K0.01%+613F-HRTimeline
Milestone Asset Management Group, LLC10,301$988K0.58%+12713F-HRTimeline
IFP Advisors, Inc10,159$975K0.02%-72413F-HRTimeline
Navigation Group, LLC10,159$975K0.23%13F-HRTimeline
Western Wealth Management, LLC10,130$972K0.04%-6,20113F-HR/ATimeline
IMC-Chicago, LLC9,652$926K0.01%new13F-HRTimeline
Portside Wealth Group, LLC9,559$917K0.12%-1,04113F-HRTimeline
Connecticut Wealth Management, LLC9,556$917K0.04%013F-HRTimeline
Fairscale Capital, LLC9,533$915K0.63%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,497$911K0.04%-2,92513F-HRTimeline
LexAurum Advisors, LLC9,419$904K0.12%13F-HRTimeline
EP Wealth Advisors, LLC9,295$892K<0.01%-3,12513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,252$888K0.21%+2,82713F-HRTimeline
CALTON & ASSOCIATES, INC.9,231$886K0.13%013F-HRTimeline
XY Planning Network, Inc.8,983$872K0.14%013F-HRTimeline
Foster Victor Wealth Advisors, LLC8,358$858K0.05%-28113F-HRTimeline
KPP Advisory Services LLC8,910$855K0.12%+45813F-HRTimeline
CVFG LLC8,745$839K0.1%new13F-HRTimeline
Composition Wealth, LLC8,696$834K0.01%-2,93713F-HRTimeline
IHT Wealth Management, LLC8,620$827K0.02%+6613F-HRTimeline
Cyndeo Wealth Partners, LLC8,390$805K0.04%+11113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,371$803K<0.01%+1113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,117$779K<0.01%-1,02913F-HRTimelineGroup
Schneider Downs Wealth Management Advis…7,939$762K0.08%013F-HRTimeline
Global Assets Advisory, LLC9,872$756K0.22%new13F-HRTimeline
Beacon Pointe Advisors, LLC7,758$744K<0.01%+3013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,597$729K0.04%+113F-HRTimelineGroup
Gibbs Wealth Management7,527$722K0.1%+4,63513F-HRTimeline
Focus Financial Network, Inc.7,460$716K0.03%+29113F-HRTimeline
NWAM LLC7,417$712K0.04%-59613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.7,283$699K0.24%+41413F-HRTimeline
First Pacific Financial7,195$690K0.09%+2,06113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,168$688K0.09%013F-HRTimeline
Net Worth Advisory Group7,064$678K0.14%+913F-HRTimeline
Avidian Wealth Enterprises, LLC7,029$675K0.02%new13F-HRTimeline
Texas Yale Capital Corp.7,000$672K0.02%new13F-HRTimeline
WILLNER & HELLER, LLC6,982$670K0.5%-42813F-HRTimeline
Mystic Asset Management, Inc.6,900$662K0.15%013F-HRTimeline
Flagship Private Wealth, LLC6,810$654K0.27%+1513F-HRTimeline
Pine Haven Investment Counsel, Inc6,742$647K0.48%+1,97713F-HRTimeline
Krilogy Financial LLC6,229$639K0.02%+113F-HRTimeline
RFG Advisory, LLC6,627$636K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,578$631K0.01%+93713F-HRTimelineGroup
Avestar Capital, LLC6,485$622K0.04%+12713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,307$605K0.22%-19113F-HR/ATimelineGroup
Valmark Advisers, Inc.6,215$596K0.01%+1813F-HRTimeline
CONDOR CAPITAL MANAGEMENT6,162$591K0.05%-71813F-HRTimeline
Resonant Capital Advisors, LLC6,142$589K0.03%-18913F-HRTimeline
Brady Martz Wealth Solutions, LLC6,109$586K0.1%-1,58013F-HRTimeline
BLAIR WILLIAM & CO/IL6,001$576K<0.01%+38713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,000$576K0.02%013F-HR/ATimeline
SCS Capital Management LLC5,834$560K0.01%-5,47113F-HRTimeline